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Smart sheet as CRM
Hi there, We are in the process of a new enterprise, and really love using Smartsheet, especially the history function. I’m looking for a good CRM cloud software, were I can easily manage contacts, pipeline, promotions, billing, INV, inventory etc. I think Smartsheet is perfect for pipeline management, but I miss the…
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Recuring events
Hi there, Is there a way to schedule recuring events in the timeline without having to insert new individual tasks? This would be for recuring site meetings etc. Thanks Annina
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Formula Imbalance
I know I've missed something basic here. =SUM([Contract Amt]1:[S- AWO $]1:[CL AWO $]1)-([Material Allowance]1:[Sub Allowance]1)/[Total FB Hours]) Thanks for help!!
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Send alerts to two people using the same column?
I have set up a smartsheet where by the 'assigned to' is alerted by email when a task is due. However sometimes the 'assigned to' needs to be more than one person therfore i have to amend my columns to be 'assigned to 1' and 'assigned to 2' to ensure both people get an email alert when the taks assigned to them is due.…
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How can I get Calendar view info to wrap so it can display more than 20 characters?
I want to be able to show more than the 20-25 characters limited in the display of a calendar entry. e.g., I need to be able to show an "Issue No. (10 characters) + an Impact" which can be a list of multiple things. I would not mind if it wraps around into a second row as long as it displays all the information needed by…
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Creating a customer Work Order form.
Good day! We are looking to change our current system of work orders (creating it manually on a hard copy) to doing it via Smartsheet. There doesn't appear to be a template already in existence. Has anyone ever created one? One of our primary concerns is how do we get a customer to authorize the work? Thanks Rob
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Star Ratings/ Symbols - changing amount?
Hi, I have a sheet where we want to monitor the value of a project simply with a 1 to 3 star rating, but the only star symbols available are either an on/off, 1 star symbol, or a 0-5 star rating. Is there any way of reducing the mount of stars to simply 1-3, or is there a formula (similar to the RYG ball) to show this? I…
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How to copy a row with formulas to another sheet
Hello all How can I copy a row with drop downs and formulas to another sheet, when I copy these the formulas dont work, I have tried copying the row and selecting all cells but nothing works Thank you in advance
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Repeating rows based on one cell value
I am try to go from a proposal to a detail sheet for our business. We make doors and you can have from 1 to about 100 or more of one type of door. On the proposal it is only shown as one line with a quantity cell. Now what I want to do it link that to a detail sheet, the sheet that will go to production, and list those…
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Attaching Sheets to Sheets?
I'm using SmartSheets for residential construction project management. I would like to be able to attach a material takeoff sheets to rows where a material list is needed. Once done we could manage budgets and cashflow, as well as verify correct amounts, in the office by consolidating the material take off sheets on a…